See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,673 | $78,422-72.4% | $95,952-77.4% | $79,858-72.9% |
| Participation rate | 89.5% | 73.5%+16.0pp | 77.1%+12.4pp | 69.6%+19.8pp |
| Annual return | 15.94% | 19.37%-3.4pp | 91.61%-75.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $572 | $1,945-70.6% | $2,541-77.5% | $2,471-76.9% |
| Participant deferral / active EE | $2,171 | $3,440-36.9% | $4,167-47.9% | $3,740-42.0% |
| Admin fee / account holder | $1,324 | $5,622-76.4% | $6,795-80.5% | $5,306-75.0% |